Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
14,738
shares
|
$3.44 Million
3.27% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
14,735
shares
|
$3.44 Million
1.99% of portfolio
|
Q4 2024
Added 40.8%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,723
shares
|
$3.43 Million
1.98% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
14,712
shares
|
$3.43 Million
2.06% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
14,647
shares
|
$3.42 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
14,633
shares
|
$3.41 Million
0.79% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
14,625
shares
|
$3.41 Million
3.22% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
14,611
shares
|
$3.41 Million
1.56% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,596
shares
|
$3.4 Million
2.08% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
14,595
shares
|
$3.4 Million
1.87% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
14,589
shares
|
$3.4 Million
3.13% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,573
shares
|
$3.4 Million
0.8% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
14,567
shares
|
$3.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
14,562
shares
|
$3.4 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,556
shares
|
$3.39 Million
1.25% of portfolio
|
Q4 2024
Added 134.25%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
14,542
shares
|
$3.39 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Edentree Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,538
shares
|
$3.39 Million
0.98% of portfolio
|
Q1 2024
Reduced 19.18%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
14,532
shares
|
$3.39 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
14,527
shares
|
$3.39 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
14,520
shares
|
$3.39 Million
2.69% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,520
shares
|
$3.39 Million
1.84% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
14,514
shares
|
$3.38 Million
1.55% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
14,486
shares
|
$3.38 Million
1.23% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
14,451
shares
|
$3.37 Million
0.99% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
14,414
shares
|
$3.36 Million
2.63% of portfolio
|
Q4 2024
Reduced 35.55%
|